Features
- Payee condition for bank match rules: You can now set a Payee condition when creating bank match rules, giving finer control over how transactions are matched.
- Bank match rule notifications: Bank match rules now include a notifications tab, a pending indicator dot on the Bank Match Rules button, and the ability to dismiss individual notifications.
- Multiple classes on account mapping: Account mapping now supports selecting multiple classes for a single mapping.
- Allocation schedules in bulk import: Bulk import now supports allocation schedules as an import type, and takes you to the schedule list after a successful import.
- Paginated account and budget lookups: Account and budget lookup lists now load with pagination, improving performance on large organizations.
- Account renumbering preview: Organization settings now display a read-only preview of the account number length before you save changes.
- Migration status page: When a data migration tab has no data, DualEntry now shows an empty state page instead of redirecting you away.
- Skip removed for synced transactions: The skip option no longer appears for transactions that are already synced, preventing accidental re-processing.
- Accounting Intelligence rebrand: Accounting Copilot is now named Accounting Intelligence throughout the product, including menus, panels, and error messages.
- Completed approval sections hidden: Approval workflows now hide sections that are already completed, so you see only what still needs action.
- SFTP download links: You can now download files directly from SFTP transfer links during onboarding.
- Bank Match awaiting GL link state: Bank Match now shows a distinct “Awaiting GL link” status for transactions whose bank feed is not yet linked to a GL account, so these transactions no longer inflate your unmatched count and are clearly actionable.
- Created By column on journal entries: The journal entries list now shows who created each entry.
- FX rate table in the UI: You can now view the FX rate table directly in the product instead of relying on the API alone.
- GST support for India: Tax calculation now supports Indian GST, including same-state CGST and SGST splits.
- Consolidated rates matrix filters: The consolidated rates matrix now includes From and To currency filters, plus a filter for currency mismatches.
- NetSuite expense report links: Migrated NetSuite records now include a direct link to the corresponding expense report in NetSuite.
- Reconcile workbook file naming: Reconcile-from-API downloads are now named with the customer and date instead of a generic file name.
Fixes
- Duplicate Detector Alerts modal: Fixed a layout issue causing excess top padding and clipped columns in the AI Duplicate Detector Alerts modal, and moved the alerts table to its own page.
- Direct Expenses edit page performance: Fixed slow loading times on the Direct Expenses edit page.
- Excel file download errors: Fixed an error that caused generated Excel files to fail downloading with a server error.
- Invoice template custom field block: Removed a broken custom field block option from invoice templates that could produce incorrect output.
- SFTP transfer retries: Fixed an issue where failed SFTP transfers did not retry correctly during onboarding.
- Bank Match group search speed: Bank Match matched-group search now returns results faster for large organizations.
- Bank match notifications list: Fixed an issue that caused the bank match notifications list to always appear empty.
- Code sequence error messages: Validation errors for code sequence patterns now include the existing padding and starting value, making it clear why a change was rejected.
- Item selector with missing exchange rates: Fixed an issue where the item selector failed entirely when a same-second-price exchange rate was unavailable; items remain selectable and rates prefill only when a conversion exists.
- Export job permissions: Fixed an issue where export jobs did not enforce per-type permission checks, which could allow a cross-user download outside your organization.
- QuickBooks migration attachments: Fixed an issue where some QuickBooks entries did not bring their attachments over during migration.
- QuickBooks migration tax matching: Fixed an issue where historical bills could be matched to the wrong tax rate because the effective date of the rate was not considered.
- Reconcile from API company scoping: Fixed an issue where reconciling from API compared figures against an entire organization instead of only the connected company.
- “Do not expand” setting: Fixed an issue where the “do not expand” setting failed on basic report rows.
- Fixed asset disposal: Fixed an issue where disposing of a fixed asset in the current month could be blocked by an incorrect locked-period error, fail to calculate accumulated depreciation, or skip intercompany automation.
- Accounting Intelligence chat reliability: Fixed an issue where a search error during an Accounting Intelligence response could abort the entire chat turn instead of the current step.
- Accounting Intelligence record editing: Fixed an issue where editing a record found through search in Accounting Intelligence could fail to apply to the correct record.